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In the News

The Future of Wealth Management Is Female

By Audrey Henvey June 30, 2025 D Magazine

Women’s economic power has surged and is projected to reach $34 trillion by 2023, yet the wealth management industry remains male-dominated. CFP Board’s study, Building Wealth: Insights on Women’s Aspirations & Growing Financial Power, found that women and men have different financial priorities, with women prioritizing financial caretaking.

Read more at D Magazine

D Magazine
Audrey Henvey
June 30, 2025